Opinicus Capital’s Simon Property Group SPG Stock Holding History

Opinicus Capital’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Sell	1,726 -438	-20%	-$83.5K	0.23%	78
2025 Q4	$401K	Sell	2,164 -237	-10%	-$43.1K	0.28%	74
2025 Q3	$451K	Sell	2,401 -19	-0.8%	-$3.28K	0.31%	75
2025 Q2	$389K	Buy	2,420 +26	+1%	+$4.11K	0.3%	76
2025 Q1	$398K	Sell	2,394 -127	-5%	-$22.2K	0.35%	71
2024 Q4	$434K	Sell	2,521 -177	-7%	-$31.1K	0.37%	68
2024 Q3	$456K	Sell	2,698 -151	-5%	-$23.9K	0.36%	70
2024 Q2	$433K	Sell	2,849 -136	-5%	-$20K	0.36%	68
2024 Q1	$467K	Sell	2,985 -470	-14%	-$68.9K	0.41%	65
2023 Q4	$493K	Buy	+3,455	New	+$418K	0.5%	57

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return